Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 297.52

-6.6%

Feb 4 3:59 PM EST

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To: akidron who wrote (23294)	8/26/1998 12:30:00 AM
From: atxguy	Read Replies (2) of 70976

re: As a guy who has been predicting AMAT would make a 4th quarter loss before it became fashionable, I would like to point out that revenues are now at pre 96' levels and profits are worse yet the stock is roughly 3 times more expensive. I should also like to point out that things can and will get worse as Japan has only started to crumble.... and IMO Amat has only just started to wake up and smell the coffee. I expect AMAT to earn around 50cents next year, and write off another $250 million.... do you really think any of this is in the price. FYI I believe that the stock might well hold up short term, but come october 30 I expect us to be knock knock knocking on 20's door. Go ahead and short the stock. You'll end up with just your short.

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